Latest Institutional Transactions on Ubs Group Ag (UBS)
This table provides information on the latest institutional transactions involving Ubs Group Ag (UBS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
46New |
$870 - $1.01K
|
46
$1.66K
|
|
|
Aug 08, 2023
Q2 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-214- 19.14% |
$4.05K - $4.69K
|
904
$32.6K
|
|
|
Aug 08, 2023
Q2 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
1.29K+ 2.86% |
$24.5K - $28.3K
|
46.5K
$1.68M
|
|
|
Aug 08, 2023
Q2 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
218+ 1.67% |
$4.12K - $4.78K
|
13.3K
$479K
|
|
|
Aug 07, 2023
Q2 2023
|
Wolverine Asset Management LLC
|
BUY
|
PUT |
18.6KNew |
$352K - $408K
|
18.6K
$670K
|
|
|
Aug 07, 2023
Q2 2023
|
Verde Servicos Internacionais S.A.
Sao Paulo, D5 |
SELL
|
- |
-150K- 15.66% |
$2.83M - $3.28M
|
806K
$29M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-2.35K- 5.76% |
$44.3K - $51.4K
|
38.4K
$1.38M
|
|
|
Aug 07, 2023
Q2 2023
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
56+ 11.29% |
$1.06K - $1.23K
|
552
$19.9K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
29New |
$548 - $635
|
29
$1.05K
|
|
|
Aug 04, 2023
Q2 2023
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-15.4K- 57.24% |
$290K - $336K
|
11.5K
$413K
|
|
|
Aug 03, 2023
Q2 2023
|
Emfo, LLC
|
BUY
|
- |
3KNew |
$56.8K - $65.8K
|
3K
$108K
|
|
|
Aug 01, 2023
Q2 2023
|
Amia Capital LLP
|
SELL
|
- |
-10K- 33.33% |
$189K - $219K
|
20K
$721K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
153KNew |
$2.89M - $3.35M
|
153K
$5.52M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
17New |
$321 - $372
|
17
$613
|
|
|
Jul 31, 2023
Q2 2023
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-7.01K- 9.19% |
$133K - $154K
|
69.3K
$2.5M
|
|
|
Jul 26, 2023
Q2 2023
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
16.5KNew |
$312K - $362K
|
16.5K
$595K
|
|
|
Jul 26, 2023
Q2 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
44New |
$832 - $964
|
44
$1.59K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
500New |
$9.46K - $11K
|
500
$18K
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
BUY
|
- |
11New |
$208 - $241
|
11
$396
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
382+ 1.48% |
$7.22K - $8.37K
|
26.3K
$947K
|
|
|
Jul 20, 2023
Q2 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
3New |
$56.7 - $65.7
|
3
$108
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
334New |
$6.32K - $7.32K
|
334
$12K
|
|
|
Jul 13, 2023
Q2 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-4.06M- 85.94% |
$76.8M - $89M
|
664K
$23.9M
|
|
|
Jul 12, 2023
Q2 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
9New |
$170 - $197
|
9
$324
|
|
|
Jul 11, 2023
Q2 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1New |
$18.9 - $21.9
|
1
$36
|
|
|
Jul 11, 2023
Q2 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-4- 5.8% |
$75.6 - $87.6
|
65
$2.34K
|
|
| Q1 2023 | |||||||
|
Dec 13, 2023
Q1 2023
|
Polar Capital Holdings PLC
London, X0 |
BUY
|
- |
25KNew |
$455K - $554K
|
25K
$901K
|
|
|
Jul 18, 2023
Q1 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
12.4KNew |
$225K - $274K
|
12.4K
$446K
|
|
|
May 22, 2023
Q1 2023
|
Ctc LLC
|
BUY
|
- |
34.9KNew |
$636K - $774K
|
34.9K
$1.26M
|
|
|
May 16, 2023
Q1 2023
|
Sal Trading, LLC
Wilmington, DE |
BUY
|
PUT |
60.1KNew |
$1.09M - $1.33M
|
60.1K
$2.17M
|
|
|
May 15, 2023
Q1 2023
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-2.04K- 3.05% |
$37.1K - $45.1K
|
64.8K
$2.34M
|
|
|
May 15, 2023
Q1 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
PUT |
100KNew |
$1.82M - $2.22M
|
100K
$3.6M
|
|
|
May 15, 2023
Q1 2023
|
Interval Partners, LP
New York, NY |
BUY
|
PUT |
40KNew |
$728K - $886K
|
40K
$1.44M
|
|
|
May 15, 2023
Q1 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
40.9K+ 22.56% |
$743K - $905K
|
222K
$8M
|
|
|
May 15, 2023
Q1 2023
|
Bill Miller
Miller Value Partners, LLC | Baltimore, Md
|
BUY
|
- |
1.18MNew |
$21.4M - $26.1M
|
1.18M
$42.5M
|
|
|
May 15, 2023
Q1 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
951KNew |
$17.3M - $21.1M
|
951K
$34.3M
|
|
|
May 15, 2023
Q1 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-16.7K- 2.46% |
$303K - $369K
|
660K
$23.8M
|
|
|
May 15, 2023
Q1 2023
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-2.57M- 76.98% |
$46.8M - $57M
|
769K
$27.7M
|
|
|
May 15, 2023
Q1 2023
|
Wexford Capital LP
Greenwich, CT |
SELL
|
- |
-7.9K- 14.5% |
$144K - $175K
|
46.6K
$1.68M
|
|
|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
CALL |
400KNew |
$7.28M - $8.86M
|
400K
$14.4M
|
|
|
May 15, 2023
Q1 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-614K- 30.92% |
$11.2M - $13.6M
|
1.37M
$49.4M
|
|
|
May 15, 2023
Q1 2023
|
Odey Asset Management Group LTD
London, X0 |
BUY
|
- |
2.57MNew |
$46.7M - $56.9M
|
2.57M
$92.5M
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2.54K- 17.83% |
$46.3K - $56.4K
|
11.7K
$422K
|
|
|
May 12, 2023
Q1 2023
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
186KNew |
$3.38M - $4.12M
|
186K
$6.7M
|
|
|
May 12, 2023
Q1 2023
|
Deuterium Capital Management, LLC
|
BUY
|
- |
9.3K+ 55.1% |
$169K - $206K
|
26.2K
$944K
|
|
|
May 12, 2023
Q1 2023
|
George Soros
Soros Fund Management LLC | New York, Ny
|
BUY
|
CALL |
200KNew |
$3.64M - $4.43M
|
200K
$7.21M
|
|
|
May 12, 2023
Q1 2023
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-87.7K- 22.06% |
$1.6M - $1.94M
|
310K
$11.2M
|
|
|
May 11, 2023
Q1 2023
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
1.25M+ 33.03% |
$22.7M - $27.7M
|
5.03M
$181M
|
|
|
May 11, 2023
Q1 2023
|
Timelo Investment Management Inc.
|
BUY
|
- |
50KNew |
$910K - $1.11M
|
50K
$1.8M
|
|
|
May 10, 2023
Q1 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
15KNew |
$273K - $332K
|
15K
$541K
|
|